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Coppell Advisory Solutions’s IQVIA IQV Stock Holding History

Coppell Advisory Solutions’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-345
Closed -$68.1K – 1081
2024
Q4 		$68.1K Sell
345
-15
-4% -$3.16K 0.01% 505
2024
Q3 		$84.5K Sell
360
-36
-9% -$8.5K 0.01% 430
2024
Q2 		$83.7K Buy
+396
New +$90K 0.01% 396
2023
Q4 		$160K Buy
+693
New +$142K 0.03% 289

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions's IQV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of IQVIA (IQV) in Q1 2025, closing a stake of 345 shares — an estimated $68.1K sold.

Coppell Advisory Solutions first reported a position in IQV in Q4 2023 and held it in 4 quarters. The position peaked at $160K in Q4 2023. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 345 IQVIA shares in Q1 2025, an estimated $68.1K.
  • Coppell Advisory Solutions first reported a position in IQVIA in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's IQVIA position peaked at $160K in Q4 2023.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.